|
1
|
Wells Fargo
San Francisco,
California
|
$8.66M
|
+$2.75M
|
+107,818
|
+47%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.58M
|
-$15.3K
|
-598
|
-0.2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.2M
|
+$1.18M
|
+46,185
|
+29%
|
|
|
4
|
|
$4.79M
|
+$142K
|
+5,579
|
+3%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$4.06M
|
+$335K
|
+13,120
|
+9%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$2.77M
|
-$37.6K
|
-1,471
|
-1%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.74M
|
+$308K
|
+12,078
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.42M
|
-$59K
|
-2,311
|
-2%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.31M
|
+$930K
|
+36,419
|
+68%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
-$273K
|
-10,688
|
-12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$1.09M
|
+42,585
|
+163%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$1.74M
|
+$842K
|
+32,971
|
+93%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.74M
|
+$88.8K
|
+3,478
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.49M
|
-$34.7K
|
-1,360
|
-2%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$1.2M
|
+$39K
|
+1,527
|
+3%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.13M
|
-$16.6K
|
-650
|
-1%
|
|
|
17
|
|
$769K
|
+$553K
|
+21,633
|
+255%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$730K
|
+$97.7K
|
+3,825
|
+15%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$725K
|
+$38.5K
|
+1,507
|
+6%
|
|
|
20
|
Sabal Trust
St. Petersburg,
Florida
|
$705K
|
–
|
–
|
–
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$635K
|
+$51.1K
|
+2,000
|
+9%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$598K
|
-$766K
|
-30,000
|
-56%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$502K
|
-$778K
|
-30,442
|
-61%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$469K
|
+$92K
|
+3,603
|
+24%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$430K
|
+$75.1K
|
+2,940
|
+21%
|
|
